Believing for the Best and Planning for the Unthinkable

Typically, my approach to estate planning is focusing on the vision of legacy building. It is the opportunity to create a multigenerational plan for continued greatness. I work with individuals and families to project what is the desire for the generations to come whether they have biological children or not. Together we build a vision of how the resources that are held today can be invested to shape the future. We create the platform to support the growth of dreams and opportunities for those who come in the future.

Yet, it is also a challenge to plan for the unthinkable. We build into the plan the “just in case” scenario that forces us to manage the considerations that we don’t welcome. We strategically think through what Plan B or C look would like.

It is very difficult to think about planning for minor children if as parents we are unable to take care of them. It is difficult to think about providing for family members with special needs if we are unable to provide for them. It is difficult to plan for distribution of our assets if our children are unable to receive the distributions. 

Read the full post on the Washington Informer site here.